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iShares S&P 500 Growth ETF

479 hedge funds and large institutions have $8.64B invested in iShares S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 184 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 26

43% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 129

29% more funds holding in top 10

Funds holding in top 10: 5875 (+17)

23% more capital invested

Capital invested by funds: $7.04B → $8.64B (+$1.6B)

13% more funds holding

Funds holding: 424479 (+55)

12.82% more ownership

Funds ownership: 233.78%246.6% (+13%)

8% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $3.39M

Holders
479
Holders Change
+55
Holders Change %
+12.97%
% of All Funds
12.57%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.97%
New
85
Increased
184
Reduced
129
Closed
26
Calls
$3.14M
Puts
$3.39M
Net Calls
-$255K
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
451
Tower Research Capital (TRC)
New York
$39K +$39.5K +1,360 New
MFW
452
Mosaic Family Wealth
Missouri
$37K +$37.8K +1,300 New
ACM
453
Armbruster Capital Management
New York
$35K +$35K +1,204 New
TIM
454
Tortoise Investment Management
New York
$34K
IWMPD
455
Integrated Wealth Management (Palm Desert)
California
$28K +$6.98K +240 +32%
APSP
456
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K +$233 +8 +0.9%
CPIG
457
Chicago Partners Investment Group
Illinois
$23K +$23.3K +800 New
MAM
458
Meeder Asset Management
Ohio
$21K
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$19.1K +$19.2K +660 New
KPCM
460
Kings Point Capital Management
New York
$17K
GBBWRPM
461
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$15.6K +536 New
CFG
462
CKW Financial Group
Hawaii
$15K
CAPTRUST Financial Advisors
463
CAPTRUST Financial Advisors
North Carolina
$14K
SFPM
464
Sensible Financial Planning & Management
Massachusetts
$14K
EDRH
465
Edmond de Rothschild Holding
Switzerland
$12K
EMA
466
Efficient Market Advisors
California
$12K
HFA
467
High Falls Advisors
New York
$12K +$11.6K +400 New
TCOV
468
Trust Company of Vermont
Vermont
$11K
KKAMG
469
Kernodle & Katon Asset Management Group
Arkansas
$11K +$11.2K +384 New
KC
470
Kingfisher Capital
North Carolina
$10K +$10.2K +352 New
First Manhattan
471
First Manhattan
New York
$9K
PSI
472
Pinnacle Summer Investments
Virginia
$6K -$296K -10,192 -98%
BBHC
473
Brown Brothers Harriman & Co
New York
$6K -$135K -4,628 -95%
CB
474
Community Bank
New York
$6K
CFA
475
Camarda Financial Advisors
Florida
$6K +$5.81K +200 New